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Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

Use this file to discover all available pages before exploring further.

The Shift Templates page at /hr/shift-templates provides a library of reusable shift configuration templates used when creating shifts or running the schedule generator.

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Overview

The page displays shift templates as cards or a list, with search and filter controls (by filterType). Each template card shows the template name, shift type, start/end times, duration, minimum/maximum staff count, and required position. Templates can be created, edited, or archived. The ShiftTemplateFormDialog is used for both creation and editing. Archived templates remain in the system but are no longer offered during shift creation.

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Who it’s for

Requires HR_PERMISSIONS.SCHEDULING_VIEW permission.

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Before you start

  • Positions must be configured before templates can require a specific position.
  • Credential types must be set up to add credential requirements to a template.

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Steps

Create a template
  1. Navigate to HR → Shift Templates (/hr/shift-templates).
  2. Click New Shift Template (or the ”+” action).
  3. Enter template name, shift type, start time, end time, and duration.
  4. Set minimum and maximum staff counts.
  5. Optionally select a required position and credential types.
  6. Save.
Edit a template
  1. Click the edit button on a template card.
  2. Update fields in the dialog and save.
Archive a template
  1. Click the archive button on a template card.
  2. Confirm archival. The template is no longer available for new shifts.

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Key concepts

TermMeaning
Shift TypeClassification of the shift (e.g., regular).
Duration HoursComputed duration; can differ from end - start to account for unpaid breaks.
Required PositionThe organizational position required for staff assigned to this shift.
Required Credential TypesCredential types employees must hold to be eligible for this shift.

Human Resources

Human Resources core overview.

Governance & parity

This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/hr.tsx
  • src/cores/hr/pages/ShiftTemplates.tsx
  • src/cores/hr/hooks/scheduling/useShiftTemplateList.ts
  • src/cores/hr/hooks/scheduling/useShiftTemplateMutation.ts